Mission Wealth Management, LP Schwab Strategic Tr Us Broad M Transaction History

Mission Wealth Management, LP

  • $4.95 Billion
  • Q3 2025

A detailed history of Mission Wealth Management, LP transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Mission Wealth Management, LP holds 116,417 shares of SCHB stock, worth $3.01 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
116,417
Previous 44,875 159.43%
Holding current value
$3.01 Million
Previous $1.07 Million 179.98%
% of portfolio
0.06%
Previous 0.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$23.82 - $25.84 $1.7 Million - $1.85 Million
71,542 Added 159.43%
116,417 $2.99 Million
Q2 2025

Aug 05, 2025
BUY
$19.1 - $23.83 $3,667 - $4,575
192 Added 0.43%
44,875 $1.07 Million
Q1 2025

Apr 17, 2025
BUY
$21.23 - $23.75 $275 - $308
13 Added 0.03%
44,683 $958,000
Q4 2024

Feb 06, 2025
BUY
$22.01 - $66.82 $639,082 - $1.94 Million
29,036 Added 185.72%
44,670 $1.01 Million
Q3 2024

Oct 31, 2024
SELL
$59.93 - $66.52 $898 - $997
-15 Reduced 0.1%
15,634 $1.04 Million
Q2 2024

Aug 02, 2024
SELL
$57.57 - $63.3 $11 Million - $12.1 Million
-190,595 Reduced 92.41%
15,649 $983,000
Q1 2024

Apr 30, 2024
BUY
$54.61 - $61.05 $10.2 Million - $11.4 Million
186,292 Added 933.7%
206,244 $12.6 Million
Q4 2023

Feb 05, 2024
BUY
$47.61 - $55.91 $493,382 - $579,395
10,363 Added 108.07%
19,952 $1.11 Million
Q3 2023

Oct 23, 2023
SELL
$49.59 - $53.57 $9,124 - $9,856
-184 Reduced 1.88%
9,589 $478,000
Q2 2023

Aug 04, 2023
BUY
$47.08 - $51.7 $11,016 - $12,097
234 Added 2.45%
9,773 $505,000
Q1 2023

Apr 07, 2023
SELL
$44.47 - $49.23 $25,170 - $27,864
-566 Reduced 5.6%
9,539 $456,000
Q4 2022

Feb 02, 2023
BUY
$41.94 - $47.81 $72,807 - $82,998
1,736 Added 20.74%
10,105 $452,000
Q2 2022

Jul 27, 2022
SELL
$42.93 - $53.98 $7,383 - $9,284
-172 Reduced 2.01%
8,369 $370,000
Q1 2022

Apr 25, 2022
BUY
$49.15 - $56.85 $217,587 - $251,674
4,427 Added 107.61%
8,541 $456,000
Q4 2021

Feb 11, 2022
BUY
$51.87 - $56.86 $4,772 - $5,231
92 Added 2.29%
4,114 $465,000
Q4 2020

Jan 19, 2021
BUY
$39.03 - $45.5 $156,978 - $183,001
4,022 New
4,022 $366,000
Q1 2020

Apr 10, 2020
SELL
$26.18 - $40.44 $116,579 - $180,079
-4,453 Closed
0 $0
Q4 2019

Jan 21, 2020
BUY
$34.47 - $38.58 $153,494 - $171,796
4,453 New
4,453 $342,000
Q1 2018

May 04, 2018
SELL
N/A
-3,116 Closed
0 $0
Q4 2017

Feb 09, 2018
SELL
N/A
-6,180 Reduced 66.48%
3,116 $201,000
Q3 2017

Nov 13, 2017
BUY
N/A
9,296
9,296 $566,000

Others Institutions Holding SCHB

# of Institutions
1,386
Shares Held
493M
Call Options Held
299K
Put Options Held
22.8K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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